USPTO serial 99545553
Reviewed by CopyMark Law Group
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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San Francisco, CA, US
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kari Moyer-Henry
Kari Moyer-Henry Lewis Kohn & Walker LLP17085 Via Del CampoSan Diego, CA 92127United States| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Providing temporary use of on-line non-downloadable cloud computing software unifying investor data, managing workflows, reporting and communications in the field of financial services and of capital markets being securities, stocks, bonds, mutual funds, money market funds, commodities, futures, securities options, financial indices, venture capital funds, private equity funds, mutual funds, real estate funds, credit funds, pooled investment vehicles, secondary trading, fundraising, capital pooling, broker-dealer services | ACTIVE | — |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 29, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 29, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 29, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jul 2, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Jul 2, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Apr 2, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 2, 2026 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 2, 2026 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 27, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 12, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Dec 12, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 12, 2025 | NWAP | NEW APPLICATION ENTERED | — |